Factset Research Systems Inc
FDS- Exchange
- NYSE
- Industry
- Services-Computer Programming, Data Processing, Etc.
- SEC CIK
- 0001013237
No open-market purchases or sales by Factset Research Systems Inc insiders were filed in the last 90 days; 767 institutions reported holding it in 13F filings for Q2 2026, worth $9.22B in total; Markel Group is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Factset Research Systems Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 733
- +1 vs. Q2 2023
- Shares held
- 34.6M
- +308.7K (+0.9%) vs. Q2 2023
- Total value
- $15.2B
- +$1.45B (+10.6%) vs. Q2 2023
- New holders
- 61
- 253 more added
- Sold out
- 60
- 249 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FDS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 767 | $9.22B |
| Q1 2026 | 726 | $8.21B |
| Q4 2025 | 798 | $10.6B |
| Q3 2025 | 775 | $10.6B |
| Q2 2025 | 837 | $15.9B |
| Q1 2025 | 828 | $16.2B |
| Q4 2024 | 847 | $17.2B |
| Q3 2024 | 833 | $16.5B |
| Q2 2024 | 807 | $14.6B |
| Q1 2024 | 782 | $15.9B |
| Q4 2023 | 775 | $16.5B |
| Q3 2023 | 733 | $15.2B |
| Q2 2023 | 737 | $13.7B |
| Q1 2023 | 723 | $14.0B |
| Q4 2022 | 743 | $13.5B |
| Q3 2022 | 692 | $13.8B |
| Q2 2022 | 693 | $13.0B |
| Q1 2022 | 704 | $14.8B |
| Q4 2021 | 695 | $16.5B |
| Q3 2021 | 621 | $13.1B |
| Q2 2021 | 595 | $11.1B |
| Q1 2021 | 577 | $10.3B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Factset Research Systems Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 1 | $437 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $438 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $438 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 2 | $875 | 0.00% | −13−86.7% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $875 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $875 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Concord Wealth Partners | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $1.75K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $1.75K | 0.00% | −4−50.0% | Reduced |
| Asset Dedication, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $2.19K | 0.00% | −56−91.8% | Reduced |
| Raffa Wealth Management, LLC | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $2.62K | 0.00% | +6 | New |
| Magnolia Capital Management Ltd | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $3.52K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $3.94K | 0.00% | +6+200.0% | Added |
| Abound Wealth Management | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $4.34K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $5.25K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $5.26K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 13 | $5.68K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 13 | $5.68K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 13 | $5.71K | 0.00% | +13 | New |
| FinTrust Capital Advisors, LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 17 | $7.00K | 0.00% | +17 | New |
| Investors Research Corp | 17 | $7.43K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $7.43K | 0.00% | +11+183.3% | Added |
| Hexagon Capital Partners LLC | 20 | $8.74K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 20 | $8.74K | 0.00% | +20 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $8.75K | 0.00% | +20 | New |
| Tortoise Investment Management, LLC | 21 | $9.18K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 22 | $9.62K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 24 | $10.5K | 0.00% | +2+9.1% | Added |
| Assetmark, Inc | 26 | $11.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $11.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 26 | $11.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 27 | $11.8K | 0.00% | +11+68.8% | Added |
| Johnson Financial Group, Inc. | 27 | $11.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $12.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $12.5K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 29 | $12.7K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $12.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $13.1K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 32 | $14.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 32 | $14.0K | 0.01% | +32 | New |
| McIlrath & Eck, LLC | 33 | $14.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $14.9K | 0.00% | +5+17.2% | Added |
| Stephenson National Bank & Trust | 34 | $14.9K | 0.01% | +34 | New |
| Operose Advisors LLC | 34 | $14.9K | 0.01% | +34 | New |
| Provence Wealth Management Group | 34 | $14.9K | 0.01% | +34 | New |
| Parkside Financial Bank & Trust | 35 | $15.3K | 0.00% | +2+6.1% | Added |
| Centerpoint Advisors, LLC | 37 | $16.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $16.2K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 43 | $17.2K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 43 | $18.8K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 44 | $19.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 46 | $20.1K | 0.00% | −1−2.1% | Reduced |
| Salem Investment Counselors Inc | 46 | $20.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 48 | $21.0K | 0.01% | −1−2.0% | Reduced |
| Thompson Investment Management, Inc. | 48 | $21.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 49 | $21.4K | 0.00% | −207−80.9% | Reduced |
| TD Waterhouse Canada Inc. | 52 | $22.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 52 | $22.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $23.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 55 | $24.0K | 0.02% | −9−14.1% | Reduced |
| LGT Financial Advisors LLC | 57 | $24.9K | 0.03% | +57 | New |
| Smithfield Trust Co | 62 | $26.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 60 | $26.2K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 60 | $26.4K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $27.1K | 0.00% | +17+37.8% | Added |
| Rosenberg Matthew Hamilton | 64 | $27.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 64 | $28.0K | 0.00% | −20−23.8% | Reduced |
| Ogorek Anthony Joseph | 65 | $28.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $28.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 66 | $29.0K | 0.00% | 00.0% | Unchanged |
| Motco | 70 | $30.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 75 | $32.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 85 | $34.0K | 0.00% | +13+18.1% | Added |
| Cary Street Partner Investment Advisory LLC | 78 | $34.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 79 | $34.5K | 0.00% | +13+19.7% | Added |
| DT Investment Partners, LLC | 80 | $35.0K | 0.00% | 00.0% | Unchanged |